When a Job requires multiple visits or multiple Fieldworkers and separate paperwork (Invoice or Job Card) for each instance an Admins can add Sub Jobs to that Job.
Sub Job Example:
- Job: Driveway repair-John
- Sub Job: Deliver asphalt-Sarah
- Sub Job: Seal and clean-Paul
From Jobs, select box near Job that requires a follow up then select Sub Job.
Note: Most of the information from the Job will transfer over to the Sub Job. Admins can update the information if they need to.
The Sub Job will populate most of the information from the original Job. Admins can update information like the Job Description, Special Instructions, and Contact person for the Sub Job.
Once the Sub Job details are updated and ready to be sent to the Fieldworker, an Admin should select Dispatch then select Save & Close.
A new Job with a new Job Code will appear on the Job List.
Note: The Sub Job’s Job Code will include the main Job’s Job Code.
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